Pcg Wealth Advisors, LLC First Trust Developed Markets Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$53.05 - $62.1 $175,648 - $205,613	-3,311 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$58.75 - $62.74 $194,521 - $207,732	3,311 New	3,311 $200,000

Others Institutions Holding FDT

# of Institutions

120

Shares Held

5.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$60.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

465K
Shares

$26.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

430K
Shares

$24.6 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

377K
Shares

$21.5 Million
0.52% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$20.8 Million
0.0% of portfolio

About FIRST TRUST DEVELOPED MARKETS

Ticker FDT
Sector ETFs
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